J.P. Morgan Weekly Market Recap (updated every Monday)

J.P. Morgan Weekly Market Recap (updated every Monday) 

Please click here for J.P. Morgan's recap and commentary of last week.

Thursday, April 25, 2024

In our service to clients, we seek to provide regular communications about significant events in the financial markets that can impact our investment advice and the performance of portfolios. When there is a difference in perception...

Wednesday, April 24, 2024

We are proud that our Associates are so involved in the community! Ruth Wimsatt Trautwein was featured in the registration invitation for the Community Foundation of Louisville's upcoming 21st Annual Professional Advisors Seminar....

Thursday, April 11, 2024

To say the span of the past three-plus years has been a volatile period would be an understatement. However, this column’s advice, provided to improve financial literacy, is intended to be timeless.

Tuesday, April 9, 2024

Beth Stegner Peabody and Ruth Wimsatt Trautwein were honored to judge Sacred Heart Academy's (SHA) "Heart Tank," for which "Business students designed products, wrote a business plan and pitched their idea to our panel of judges, all...

Monday, April 8, 2024

On April 8th, SIA held an out-of-this-world staff eclipse party to watch the incredible celestial event unfold. From 2:50 - 3:15 pm, we marveled at the moon as it passed directly between the Earth and sun, casting an awe-inspiring...

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Monday, February 26, 2024

Beth Peabody was honored to be invited and serve as a mentor in Louisville Business First's (LBF) 11th annual Mentoring Monday event, held at The Olmsted on February 26th. As LBF stated, "Mentoring Monday is an opportunity to meet and...

Thursday, February 8, 2024

In anticipation of Valentine’s Day: Lessening stress regarding finances should be a goal for both newly engaged couples and for those who have been married for a long time.

Friday, January 19, 2024

Click here to read SIA's 4th Quarter Perspectives newsletter

Friday, January 19, 2024

This worksheet is to be used as a guide. Please consult your tax consultant for more information.* *Source: The Internal Revenue Service and Stegner Investment Associates, Inc.

Wednesday, January 17, 2024

Please join us in congratulating our CEO, Beth Peabody, on being named Sacred Heart Academy's 2024 Alumnae of the Year! Fun Fact: Beth's daughter, Maddie Peabody is being inducted to the Sacred Heart Academy Hall of Fame on the same night

Thursday, January 11, 2024

Yesterday our work team got together for some friendly competition at refurbished Vernon Lanes bowling alley in Butchertown to celebrate the new year. We split up into two teams and velcroed on our bowling shoes, ready to have fun...

Wednesday, January 10, 2024

This year’s review should be “fun” due to a burst of higher prices posted by most stock and bond markets late in the year — leading to outstanding results for 2023. Should you conduct “rebalancing” by asset allocation?

Friday, December 15, 2023

Investment professionals often expect a “Santa Claus Rally” near the end of the calendar year due to optimism fueled by the seasonal spirit and hopes for a prosperous new year.  Well, for the second year in a row,...

Wednesday, December 13, 2023

“It is not the gift, but the thought that counts,” an adage attributed to Henry Van Dyke Jr. in the 1900s. You may want to considering a series of gifts that express your head, heart and hands.

Friday, December 1, 2023

SIA is excited to announce that our CEO, Beth Stegner Peabody, was named one of Louisville Business First's 2023 Most Admired CEOs! She is in good company with some other amazing leaders in the Louisville area. A dinner was held at the...

Thursday, November 9, 2023

For those readers between 50 and 60 years old, it is never too early to start crafting plans for retirement, nor is it never too late to change behavior if you have not started to consider it.

Friday, November 3, 2023

Join us on November 16th (tickets needed - click invite below) & 18th (free to the public) for the Grand Opening of one of SIA's adopted charity's first retail storefront, and wipe-out your holiday shopping in...

Friday, October 27, 2023

While investors are facing many headwinds with central banks trying to “blow down” inflation, no need to “be afraid of the big bad wolf” as the foundation for economic growth is sound, just slow. Recent...

Thursday, October 19, 2023

September 3, 2003, was the date that one of the biggest scandals in the mutual fund world was exposed. Twenty years ago, the Attorney General of New York, Eliot Spitzer, accused a New Jersey hedge fund of engaging in unsavory trading practi

Thursday, October 12, 2023

Juggling financial goals, such as saving for retirement and college, with the need to support lifestyles while paying for insurance to protect assets can be a real challenge.

Thursday, September 14, 2023

The first financial goal for those in this age group should be allocating money to reach a goal of establishing a savings amount equal to three to six months of expenses.

Wednesday, August 30, 2023

 SIA is proud to be recognized recently in Louisville Business First's 2023 List of Small Company Corporate Philanthropists.  The awards are divided into three categories by annual revenue, with SIA's charitable cash...

Friday, July 28, 2023

With this SIA Perspectives’ review of key events, we are pleased to report a third straight quarter of gains for global stock markets despite a great deal of uncertainty during the past three months.  While many...

Thursday, July 13, 2023

Mid-year is also a good time to calculate and update asset allocation strategies. Market volatility is common in the short term - focus on the long term to ensure financial security. Take a deep breath and review your goals. Do not panic.

Wednesday, June 7, 2023

Readers should be aware of “scammers” who are trying to take advantage of your trust. These individuals continue to badger vulnerable people in multiple ways.

Thursday, May 18, 2023

Considering that many of us currently spend more than 25% of our time each week at work, and a significant amount of our time thinking about work, shouldn’t a source of happiness come from our work environment? 

Monday, May 1, 2023

An unexpected state of frenzied and chaotic activity – aka “madness” – took place throughout the first three months of 2023.

Thursday, April 13, 2023

Spring has arrived and with it the ritual of “spring cleaning.” While this expression usually refers to clearing out closets, pantries and other rooms in your home, this month’s column provides suggestions to “spring clean” your finances.

Monday, March 13, 2023

Recent news regarding bank failures last week and through today may be prompting questions from our clients regarding any impact on the availability of their monies if needed for withdrawals.

Friday, March 10, 2023

Please join us in congratulating Ruth Wimsatt Trautwein on being chosen as one of Louisville Business First's "20 People to Know in Wealth Management."

Thursday, March 9, 2023

Showing respect to others who are only trying to do their best should also be a goal for your advisors. Most often you trust accountants, insurance, legal and investment professionals because of their reputation, skillset and dedication.

Thursday, March 9, 2023

Today, on “National Slam the Scam Day,” we remind you of the tools to recognize Social Security-related scams and stop scammers from stealing your money and personal information.

Tuesday, March 7, 2023

Beth Peabody was honored to be a guest on "What's New In ArchLou" podcast hosted by Brian Reynolds.

Friday, February 17, 2023

Financial markets celebrated the new year with a bang in January as investors shrugged off the poor results of 2022.

Friday, February 10, 2023

SIA was proud to be invited to and attend Goodwill Industries of Kentucky’s press conference on Wednesday, February 8. As they celebrate their 100th birthday, Amy Luttrell, President and CEO, emphasized their commitment...

Monday, February 6, 2023

SIA was excited to celebrate 2023, the “Year of the Rabbit,” with the Asia Institute – Crane House at the Lunar New Year Gala held on February 4th. The dinner featured 6 courses of delicious Asian-themed...

Thursday, February 2, 2023

Crafting a solid plan for your finances early in the year is empowering and can lower stress levels and anxiety, making your life happier for you and your loved ones.

Monday, January 30, 2023

4Q2022 SIA Perspectives

Thursday, January 12, 2023

The period leading up to the wedding requires making lots of fun decisions, it can also cause stress for the couple and also for family and friends.

Thursday, December 22, 2022

The SIA Team celebrated the holidays this year at the newly opened Topgolf and we had a ball! Our wish is that you experience the same laughter and joy during this Holiday Season and throughout the New Year.

Saturday, December 10, 2022

Investment professionals often expect a “Santa Claus Rally” near the end of the calendar year due to optimism fueled by the seasonal spirit and hopes for a successful new year.  Well, this year Santa came early!

Thursday, December 8, 2022

Improving your financial security is important before year-end. In this column, we list actions items to consider during December.

Wednesday, November 9, 2022

As the calendar year winds down and families seek to celebrate the holidays together, there are many ways to improve financial security before year-end.

Friday, October 28, 2022

The second quarter 2022 SIA Perspectives included the analysis of another quarter of poor results for financial markets following outsized gains earned in several of the past few years.

Wednesday, October 5, 2022

SIA understands that this year’s market volatility can be difficult to understand. With this communication we assure you that, as always, we are reviewing portfolios and performance and our investment strategy remains on track.

Friday, September 16, 2022

SIA is proud to have been recognized as an honoree in Louisville Business First's 2022 Partners in Philanthropy.

Wednesday, September 7, 2022

Avoid getting caught in these investor psychological traps.

Friday, August 12, 2022

How can you become more optimistic regarding your finances?

Friday, August 5, 2022

In this edition of SIA Perspectives, we review the second quarter of 2022 and results to-date, and include a reminder of the positive performance from the past several years.

Sunday, July 17, 2022

A challenge to financial markets this year has been the soaring rate of U.S. inflation. Recent reports of an annualized rate of over 8% in April remains close to the fastest pace in four decades. Prices for groceries, airline travel,...

Sunday, July 17, 2022

On July 15th, SIA associates gathered for a friendly game of pickleball in our parking lot. Even though we woke up a little sore the next morning, fun was had by all.

Wednesday, July 13, 2022

As mid-year arrives, now is a good time to review financial goals set in January.

Tuesday, June 14, 2022

A challenge to financial security over the past year has been the soaring rate of U.S. inflation. Despite this rate edging a bit lower more recently, the annual rate of over 8% in April remains close to the fastest pace in four decades.

Friday, May 27, 2022

While financial markets stabilized this week after several weeks of volatility, performances since the end of the 1st quarter continue to be disappointing. The main culprit impacting most asset classes is “Interest Rate...

Tuesday, May 17, 2022

With this SIA Surveillance communication, we seek to provide insights we gain from interactions with our trusted investment managers. While the up and down swings in stock prices capture headlines, the bond market is also...

Thursday, May 12, 2022

With the onset of the Kentucky Derby season, and the myriad of opportunities it provides to gamble, this month’s column reminds readers that it takes years to achieve financial security by being an investor and not a gambler.

Friday, April 29, 2022

Just a few months ago, many financial markets posted double-digit gains for 2022, despite historic periods of disruption throughout the year.In the first quarter of 2022, the outlook for economic growth worldwide has been interrupted...

Saturday, April 9, 2022

While Cents & Sensibility strives to provide sound, timeless advice, this month’s column will focus on more immediate and timely recommendations based upon current events.

Friday, March 18, 2022

Current headline news trumpets a tight labor market in which businesses have had to raise pay to attract and retain workers. Because of these conditions, and the advent of online service providers like LinkedIn and Indeed...